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Please Note: All forms may be filled out electronically.
To begin, download the desired form to your local device and save.

When complete, simply click EMAIL button to submit electronically.

For hard copy submissions, click the PRINT button and mail or fax to us at:

Insurance Strategy Inc.
6368 Pearl Road
Cleveland, Ohio 44130

Fax: 440-842-8669

 

Plans we represent:

Group Medicare Supplement

Infinity Trust can help you offer your company retirees additional coverage to offset the difference of expenses Medicare does not pay. This coverage is underwritten by United American.  We have several plans available so the group purchases the exact plan that fits their needs. We also offer a Medicare Part D Drug Plan with an annual deductible and no gap in coverage.

Our plans are for those working for a company where Medicare is primary or for those retired at age 65 and older. These plans have a flat composite national rate. The product can be offered to retirees as 100% employer paid, contributory or 100% voluntary. Voluntary plans can either be billed to the company or direct to the retirees. If we are billing the retirees, we need an application completed by the company stating they are sponsoring the plan.

The main item our clients appreciate are no doctor networks. If the doctors accept Medicare payments, our plan will coincide with Medicare. Plan descriptions are available below.

 

Medical Plan - Options & Rates

Plan 1
Medical Summary
  Plan 2
Medical Summary
Plan 3
Medical Summary
  Plan 4
Medical Summary
Retiree Rx
Medicare Part D
Plan Summary

  Group Medicare
Supplement Rates

 


Vision

Please note: IT has a 48 hour turnaround
time for all quotes received.

For additional information, visit VSP online.

Our vision coverage is available for all size groups. We offer 10 plans insured by Vision Service Plan. They are available to groups with 2 or more employees. They can be offered as 100% employer paid, contributory or voluntary. We offer both VSP Signature Series and Choice Series options within our plans. VSP has one of the most extensive provider networks available in this market.

Vision insurance is one of the most asked for ancillary products next to dental insurance. It is extremely important that individuals take care of their eyes. As an employer, you can offer this vital benefit to all of your employees.

We have been offering this coverage through our company for over 14 years. We have seen significant growth. Our plans offer separate copays for exam and material.  We also offer several options for the amount of coverage you wish to offer your employees. All of our plans cover an annual exam. Depending on the plan chosen, your employees can receive lenses or frames ever year or every two years. 

Please contact our team direct or take a moment to complete a quote request. We look forward to being of service to you and your company.

 

VSP Signature Series

   

VSP Choice Series
With Lens Options

 
Plan A Information
  Plan A Information

Plan B Information   Plan B Information
Plan C Information   Plan C Information
Exam Plus Information      
VSP Signature Series
Rate Sheet
  VSP Choice Series With Lens
Rate Sheet
         
VSP Choice Series
Without Lens Options
    VSP Individual Vision Coverage Choice Series With Lens Options  
Plan A Information   Plan A Information
Plan B Information   Plan B Information
Plan C Information   Plan C Information
VSP Choice Series without Lens
Rate Sheet
  VSP Individual with Lens
Rate Sheet